Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,795,440
-$61,463,870 QoQ
Shares Held
161,021
-36.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,795,440 | 152,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,259,310 | 241,603 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $135,162,294 | 277,706 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,369,738 | 306,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $159,815,235 | 314,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,974,860 | 351,334 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $184,023,165 | 356,206 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $172,938,279 | 387,754 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $170,106,824 | 399,828 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $177,739,676 | 403,477 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $149,452,313 | 408,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $164,093,487 | 409,323 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $143,769,106 | 417,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $137,341,161 | 410,047 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $128,236,908 | 419,967 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $144,777,703 | 429,531 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $178,783,493 | 435,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $206,730,349 | 438,053 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $187,137,704 | 440,438 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $183,304,102 | 446,593 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $159,107,337 | 450,895 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $148,218,092 | 450,881 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $161,883,792 | 448,929 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $150,047,501 | 455,407 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $123,177,086 | 502,661 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||